Quicken: Customizing the toolbars | lynda.com


Up towards the top of the screen, the toolbar
lets you navigate through the program and also lets you jump easily to a
particular part of the program. For
example, let’s say that I wanted to show the Calendar, I can just click the
Calendar icon and it brings up the Calendar. By default it gives you a Back
button, a Forward button and as you will see, as you hover the cursor over one
of the icons, you get a little tooltip that tells you what’s going on. You’ve got the Report Center, Services, Quicken.com,
the Calendar as I mentioned and an icon for One Step Update, which is a way
for you to quickly download all of your information from any of the financial institutions
that you’re hooked up to for online banking. This is an okay selection of tools but you
can make the toolbar work a lot harder for you by customizing
it. Now why might you want to customize it? Mainly to give you one-click access to
any of the different areas within the program that you use frequently, for
example, if you like to print reports, you can put a Print button on the
toolbar. To customize a toolbar, right- click on one
of the blank areas on the toolbar and you will get the Customize Toolbar
shortcut menu. Choose that and
the Customize Toolbar dialog box appears. On the left side you’ve got the Add To Toolbar
list, which shows a variety of things that you can add to the toolbar, and
then the right side list shows what’s currently on the toolbar. Down in this area of the dialog, in the Show
box, you can choose the Show Icons only, which
is what we are looking at now, or you can choose icons and text. You can see how the toolbar changed. It takes up
a little bit more room, but it’s a bit easier to use especially when you are just
getting used to the program. For now we will show icons only. To add an item to the toolbar, choose the
item from the Add To Toolbar list, let’s say the
Calculator, then click the Add button. Calculator moves from Add To Toolbar over
here and if I click OK, the Calculator icon appears on the toolbar. Clicking that button brings up an on
screen calculator. Now this is okay, but let’s say that I always
want the One Step Update icon to be all the way to the right side of my toolbar. To do that I customize the
toolbar again, choose One Step Update in the Current Toolbar Order and just
move it down. When I click OK, you will see the icon move. You might want to
get rid of some of the things that are on the toolbar by default. For example
you might want to go to Quicken.com, but you are not going to go there that often. So you can just click on it on in the Current
Toolbar Order list then click the Remove button. In a minute when I click OK, you will see
the Quicken.com icon disappear from the toolbar. Finally Quicken has a lot more functions than
what’s shown in this list. To show all those just click this button down
here, Show All Toolbar Choices and you get a list
of all the things that Quicken can do. As you can see it’s a pretty long list and
you can add one of these items to the toolbar in the same way you would add
anything else. Let’s say for example,
you want to add a Create Invoice button. Just click here, click the Add button
and click OK. By customizing the toolbar, you can make Quicken
work the way you want it to, making it really easy to get
to the different parts of the program, so that you can get your work done
faster.

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